Joseph Grabar
Joseph Grabar is a CFP-designated registered investment advisor at Fortress Private Ledger, LLC, based in Raleigh, NC, with 29 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 502 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortress Private Ledger (FPL) manages investment portfolios for a fee based on the value of your investments. The exact fee is negotiable between you and your advisor. The maximum fee is 2.0% per year. Fees are typically deducted from your account monthly or quarterly. FPL may also charge a performance-based fee for certain clients.
Location
3110 Edwards Mill Rd, Ste 200, Raleigh, NC, 27612
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is a member of JG3, LLC, operating as Fortress Insurance Services and Fortress Financial Services, an insurance agency selling life, health, and long-term care insurance, dedicating about 10-20% of his time. He also provides marketing services to the insurance industry as part owner of InsureSuperMom.com, Inc., spending minimal time, and is part owner of Fortress Tax Services, spending a few hours per week.
Employment History
Current Registrations
Fortress Private Ledger, LLCBroker
Fortress Private Ledger, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.